You can add a form schedule to designate when a form instance will be created so that the assigned project team members can complete it, or make changes to an existing form schedule.

1. Select the menu icon in the upper left corner, then choose Forms.
2. Select the Form Schedules tab.
3. Select the Add button to open the Add Form Schedule window, or select the reference number of the form schedule you want to edit.
4. In the Select Type field, select the type of form for which you want to create a schedule.
   If you are adding a new form schedule, once you select a field, the next field becomes available.
5. In the Select a Form Template field, choose the form template that you want to use. You can enter search criteria for the form template or select the checkbox next to the form template that you want to schedule.
   Form template names display in the following format: Form Template Name (Form Template ID) - Form Version. For example, JobForm (10035) - v(2).
6. In the Description field, enter a description for the form schedule.
7. In the Start Date field, choose a start date for the form schedule. The new form instance is created on selected start date.
8. In the Repeats field, select Never, Weekly, or Monthly to indicate whether to repeat the form instance on a regular interval.
   If you selected Weekly, configure the following options:

   1. In the Choose Days section, select the days on which you want the form to be created.
   2. In the End Date field, choose an end date for the form schedule.
   If you selected Monthly, configure the following options:

   1. Choose when to repeat the form instance:
      • By the day of the month: Select the day on which you want the form to be created each month. For example, select 1 if you want the form created the first day of the month.
      • By day of the week: Choose the week in which to create the form each month. Then select the day on which you want the form to be created. For example, to create the form the first Monday of each month, select 1st (week of the month) and then select M (for Monday).
   2. In the End Date field, choose an end date for the form schedule.
9. Select Create or Save.